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- Financial Advisers Australia (FAA)
- Alison Williamson
Alison Williamson
- Name
- Alison Williamson
- ID
- 380895
- ABN
- –
- First Provided Advice
- 2002
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1995 - Bachelor of Business - - The University of Sydney
- 1999 - Graduate Certificate in Finance - - Charles Sturt University
- 2002 - Graduate Diploma Financial Planning - - Securities Institute of Australia
- 2005 - Certified Financial Planner - - Financial Planning Association
- 2017 - Graduate Certificate in SMSF - Graduate Certificate (AQF 8) - Kaplan Professional
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
- SMSF Association
Licencee
- Status
- Ceased
- Licence Holder
- Lonsdale Financial Group Limited (#246934)
- Commenced
- April 9, 2015
- Ceased
- Nov. 29, 2020
- Status
- Current
- Licence Holder
- Pear Tree Financial Planning Pty ltd (#526297)
- Commenced
- Nov. 30, 2020
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Equity Trustees Wealth Services Limited (#234528)
- Commenced
- Nov. 1, 2007
- Ceased
- Aug. 1, 2010
- Status
- Ceased
- Licence Holder
- Lonsdale Financial Group Limited (#246934)
- Commenced
- Nov. 2, 2011
- Ceased
- April 8, 2015